How we work

The cash and financial assets in your portfolio will remain in your bank account in your name. We assume power of attorney solely for the purpose of buying and selling securities and are not authorized to take any other action in your account. This power of attorney and our contractual engagement with you can be revoked at any time.

Individual tailoring of investment strategy

To build a portfolio best suited to your personal needs, we will hold an initial discovery meeting to map out your specific objectives and understand your financial goals. This assessment will take into consideration your personal situation and the investment track that would be best suited to you. Our representative will personally guide you through the application process.

Portfolio management

 After we have established your needs and the right strategy and risk level for your assets, a dedicated manager will manage your portfolio in line with your objectives. Our overall investment strategy is reviewed once a week at a meeting of an investment committee chaired by our chief investment officer which all our managers attend.

A proactive approach

Your dedicated portfolio manager will hold periodical face – to – face meetings with you to review your investments in addition to being readily available by phone or email if you have any specific queries. All our managers are licensed by the Israel Securities Authority and having an outstanding team of professionals has been a key factor in our success.

Transparency

You can view the current state of your portfolio at any time by logging on to your bank account. In addition you will receive a monthly account statement by post or email with an itemized list of transactions, management costs as well as the return on your investments.

Management that delivers results

Our experience, work methodology, audit procedures and commitment to fairness and a personalized service are all important parameters that help deliver superior results over time.

What is a managed portfolio?

A managed portfolio is a securities account managed by a dedicated portfolio manager, who receives power of attorney to deal in assets such as shares, bonds, and mutual fund units. In Israel a portfolio manager will usually hold a license from the Israel Securities Authority and the broker administering the portfolio management service must hold the requisite license as well.

Which type of portfolio is suitable for me?

Each investor has a different outlook on investment and different requirements. So it is important for us to discuss your personal circumstances together you with since your feedback will enable us to suggest the right kind of portfolio for you. Together we will set the proportion of risk assets you invest in, your investment range, and on the basis of this, we will suggest a portfolio whose composition is compatible with your personal situation, financial needs and perception of risk.

How to choose a portfolio management company ?

Many people deliberate long and hard when choosing the company best suited to manage their savings. Portfolio manager data (i.e. manager performance) is kept confidential and each individually tailored portfolio is likely to produce different results. So you cannot decide which manager to choose on the basis of returns. And in any case, past results may not necessarily be repeated in the future.